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iShares Russell Mid-Cap ETF

1,485 hedge funds and large institutions have $38.7B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 553 increasing their positions, 408 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $37.1B → $38.7B (+$1.53B)

0.46% more ownership

Funds ownership: 82.62%83.08% (+0.46%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

Holders
1,485
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.73M
Puts
$884K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1326
Darwin Wealth Management
Florida
$124K
CCM
1327
Chilton Capital Management
Texas
$124K
SEP
1328
Signature Equity Partners
Ohio
$123K
VWWMG
1329
Vermillion & White Wealth Management Group
Pennsylvania
$123K
LWMI
1330
Legacy Wealth Management (Idaho)
Idaho
$121K
MSL
1331
Monetary Solutions, Ltd
Ohio
$121K
AT
1332
Arlington Trust
Alabama
$119K
FP
1333
Financial Perspectives
Minnesota
$117K
CP
1334
Covenant Partners
Tennessee
$112K
EWP
1335
Elevation Wealth Partners
California
$111K
ME
1336
McIlrath & Eck
Washington
$110K
TC
1337
Truvestments Capital
Florida
$110K
MFC
1338
Mechanics Financial Corp
Ohio
$108K
OC
1339
Optima Capital
Oregon
$108K
MNA
1340
Manning & Napier Advisors
New York
$108K
WFA
1341
West Financial Advisors
Iowa
$100K
AIA
1342
Arcadia Investment Advisors
Idaho
$99.9K
FDW
1343
Fourth Dimension Wealth
Ohio
$99.5K
SIC
1344
SJS Investment Consulting
Ohio
$98.7K
AT
1345
Avalon Trust
New Mexico
$96.3K
PSB
1346
Piscataqua Savings Bank
New Hampshire
$96.3K
CFP
1347
Comprehensive Financial Planning
Pennsylvania
$95.9K
RF
1348
Rossby Financial
Florida
$95.6K
SAM
1349
Smartleaf Asset Management
Massachusetts
$94.8K
WTA
1350
Washington Trust Advisors
Massachusetts
$93.4K